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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,389 | $83,090+11.2% | $130,062-29.0% | $71,529+29.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 78.5%-18.5pp | 67.9%-7.9pp |
| Annual return | 21.30% | 20.61%+0.7pp | -137.37%+158.7pp | 28.97%-7.7pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,014 | $4,436-32.1% | $5,821-48.2% | $4,291-29.8% |
| Admin fee / account holder | $4,370 | $1,727+153.0% | $10,601-58.8% | $1,588+175.1% |